When William works on your books, you can see exactly what it's doing — and why. The Activity log is a running list of every action William has taken. Reasoning explains why each decision was made, on any document, in plain language.
Any decision William makes can be inspected. That's how you stand behind William's work — not on faith, but on evidence you can check whenever you need to.
The Activity log
The Activity log lives in the William AI tab, under Overview. It lists three kinds of action William has taken:
Auto-published — a document William published to Xero or QuickBooks.
Found in email — a missing receipt William found in Gmail or Outlook.
Auto-archived duplicate — a document William identified as a duplicate and archived.
Click any row to open that document's detailed activity log.
Reasoning on every document
William explains itself on every document. Two reasoning surfaces work alongside each other:
Field reasoning — magic icons next to Category and Tax type. Hover to see what drove William's choice: a rule you set, similar documents, or William's own judgement.
Publish reasoning — when auto-publish is on, a banner on the document explains why William published it, or held it for review. When it can't publish, it's specific: named fields and the similar documents William referenced.
If you spot a mistake or reasoning you disagree with, head to Teach William to set a rule or write guidance — so William handles that case differently next time.
What's next
Teach William about your policies — turn a recurring correction into a permanent rule or guidance.
Understand auto-publish — see how William decides what to publish on its own, and how to turn it on.
Understand email search — see how William finds missing receipts in inboxes, and how to connect Gmail or Outlook.
Meet William, your AI bookkeeping agent — back to the overview if you want to revisit what William does end-to-end.